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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $42,776 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,465 | $81,474-9.8% | $133,971-45.2% | $73,4930% |
| Participation rate | 99.3% | 76.4%+22.9pp | 79.8%+19.4pp | 70.7%+28.6pp |
| Annual return | 14.44% | 19.40%-5.0pp | 45.09%-30.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $4,698 | $2,209+112.6% | $3,919+19.9% | $2,270+106.9% |
| Participant deferral / active EE | $2,781 | $3,786-26.5% | $5,047-44.9% | $3,740-25.6% |
| Admin fee / account holder | $276 | $713-61.3% | $8,929-96.9% | $513-46.2% |